Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to […]
How shall I fund my retirement? | TRANSCRIPT Read More »
It seems like every news cycle includes an article about how the Social Security trust fund is about to run out of money. ‘About’ may be somewhat of a misnomer. Estimates vary, and change as the economy goes through its ups and downs, but the latest estimate suggests that the trust fund will run out of
How Will Congress Fix Social Security? Read More »
Investing based on the outcome of an upcoming presidential election is a bit like deciding your outfit based on a weather forecast from two weeks ago—it’s speculative, risky, and might leave you unnecessarily exposed to the elements. Let’s dive into why intertwining your investment strategy with the presidential election cycle could be a comedy of
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of
Talking to your kids about money | TRANSCRIPT Read More »
(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the
How are you going to spend your time in retirement | TRANSCRIPT Read More »
We are delighted to announce the latest addition to our team of 15 CFP® professionals with more than 400 years of combined experience at Certified Financial Group. Dave Balakrishnan, CFP®, AIF®, MBA, joined our firm in 2021 but just officially earned his CFP® designation in December 2023! Dave brings with him a wealth of experience,
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects Discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of
The Great Interest Rate Debate of 2024 Continues | Transcript Read More »
(00:00): Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the
What to do with Home Equity in Retirement. | Transcript Read More »
(00:00): Information presented on this program is believed to be factual and UpToDate, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination of
Dont Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time! Read More »
Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but it’s limited to
Revisiting the value of dividends in a portfolio | TRANSCRIPT Read More »